Skip to content
Templates
Create enrollment payment link and attach to record

Create enrollment payment link and attach to record

Your pre-enrollment records miss payment links, which forces manual outreach and slows family billing. Links are created and saved to the record so billing and admissions can collect fees same day.

Create enrollment payment link and attach to record

Workflow preview:

Zap details:

Overview

When enrollment records lack payment links, billing tasks pile up and families wait for invoices. This workflow generates the correct fee link and records it on the student record so admissions and billing can collect fees the same day.

Create enrollment payment link and attach to record